Carrie Fortier is a registered investment advisor, based in Eugene, OR, with 5 years of industry experience.
Location
260 Country Club Rd., Ste 100, Eugene, OR, 97401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carrie is a referring advisor and partner at Jones & Roth Financial Advisors, LLC, dedicating a few hours per week to these roles. She also serves as chair of the St. Paul Parish School SAC and board president of the St. Paul School Foundation, and is treasurer of the inactive Construction Financial Management Association.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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